Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Focus Financial Partner Builds $7.5B Team
By Janet LevauxThe Colony Group combines with Bridgewater Wealth and Blue Water Advisors.
December 28, 2017
This Forecasting Season, Channel Your Inner GrinchNo one can predict the future, so help your clients ignore all the noise, noise, noise, noise.
December 20, 2017
4 Last-Minute Tax Strategies for Clients in High-Tax StatesSome key deductions are going away next year, but there's still time for your clients to act.
December 18, 2017
Women Drive Philanthropy in the USResearch shows womens donations outpaced mens on Giving Tuesday 2016.
December 11, 2017
Who’s Got Financial Resolutions? Investors Shrug as Market Surges: FidelityA Fidelity study detects a sense of inertia setting in as the bull market continues.
December 06, 2017
6 in 10 Americans Engaged in Philanthropy in Past Year: StudyReligious organizations and churches are U.S. donors favored cause, Charities Aid Foundation finds.
December 05, 2017
Diversification: A Strategy for Your Clients’ Investments—and Charitable GivingA diversified approach to giving can optimize tax benefits and enable strategic philanthropy that meets a variety of giving goals.
December 05, 2017
Alan Moore: What Do Younger Advisors and Clients Want? Each OtherThe XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.